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LGDX
+0.88 · +3.99%
$23.01 · NYSE ARCA

Intech S&P Large Cap Diversified Alpha ETF (LGDX) ETF Analysis | Large Blend

Intech · USA
AUM:$131.6M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

LGDX returned +0.0% over the past year, broadly in line with flat market conditions.

What is LGDX?

Under normal market circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in large-cap U. companies to be large-cap if they are included in the then current market capitalization range of the S&P 500® Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
LGDX returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 39.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$131.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateFeb 2025
Domicile–
Distribution–
Index–
ProviderIntech
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.2%
1Y
+16.7%
3Y
+27.4%
5Y
+27.4%
OpenBook InsightIf you had invested £10,000 in LGDX 5 years ago, it would have grown to £12,742 — a gain of £2,742.

Annual Returns

Calendar year performance

LGDX delivered positive returns in 2 of the last 2 calendar years.
YearLGDX
2026 YTD+12.1%
2025+13.9%
2/2 positive yearsAvg return: +13.0%Worst year: +12.1% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
17.9%
Low
Momentum
+8.1%
30-day change
Support Level
24.40
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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